Pending clients are those who have received an invitation or signed up via the portal link but have not yet completed onboarding or their first payment. This article shows how to track and follow up on them.
Pending tab and client list on the Overview dashboard
What You Can Do
- On the Overview dashboard, click the 'Pending' tab in the client type filter.
- You will see all clients in a pending state, including those with 'Pending signup' status.
- Review each pending client's email and invitation date.
- To resend an invitation, click the action menu (⋮) next to the client and select 'Resend invitation'.
- To cancel a pending invitation, select 'Remove' or 'Cancel invitation' from the action menu.
💡 Good to Know: Pending clients do not consume a bookkeeping seat until they complete activation.
💡 Good to Know: Invitations typically expire after 7 days — resend if the client has not acted in time.
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